Claims Assistant, Road US

Duties & Responsibilities

• Assist with the intake, setup, and tracking of cargo and insurance claims involving brokers, carriers, shippers, receivers, and insurers.
• Ensure required documentation is collected, reviewed, and recorded, including Bills of Lading (BOL), Proofs of Delivery (POD), invoices, inspection reports, and photos.
• Maintain accurate and organized claim files within internal systems and shared platforms.
• Track claim progress and ensure files are complete to support timely handling
• Review shipment details, transportation contracts, timelines, and carrier performance to support claims investigations.
• Identify discrepancies, risks, and potential fraud indicators through file review and data analysis.
• Gather and organize information to support liability assessments in accordance with contractual terms and company procedures.
• Escalate complex issues or concerns to Claims Analysts or management as appropriate.
• Use Microsoft Excel to track and maintain claim data, including volume, aging, and resolution timelines.
• Maintain claim logs and trackers to support visibility and accuracy of reporting.
• Aid in ad hoc reporting and data requests for internal stakeholders.
• Identify trends or recurring issues to support process improvements.
• Communicate with internal teams, customers, carriers, and external partners regarding claim requirements and status updates.
• Request missing information and follow up to ensure timely claim progression.
• Draft routine correspondence and summaries related to claims.
• Partner with operations and other departments to gather necessary documentation and details.
• Follow established claims procedures, contractual requirements, and brokerage best practices.
• Support timely claim resolution through follow-ups and file maintenance.
• Maintain confidentiality of sensitive claim, financial, and customer information.
• Ensure files are complete and audit-ready.

Education & Experience

• High school diploma or equivalent required; Associate’s degree preferred.
• 1–3 years of experience in claims, insurance, freight brokerage, transportation, logistics, or a related field.
• Experience within a brokerage, carrier, or third-party logistics (3PL) environment preferred.
• Familiarity with transportation documentation such as Bills of Lading (BOL), Proofs of Delivery (POD), NMFC classifications, and Incoterms preferred.
• Experience working with claims or transportation management systems (TMS) preferred.

Skills & Competencies

• Strong analytical and investigative skills with the ability to review information and identify inconsistencies.
• Proficiency in Microsoft Excel, including filters, formulas, pivot tables, and data tracking.
• High attention to detail and ability to maintain accuracy across claim records and data.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong written and verbal communication skills.
• Organized and able to prioritize workload effectively.
• Customer-focused with strong follow-through.
• Ability to work independently and collaboratively across teams.

Physical Demands

• Prolonged sitting and frequent use of a computer, telephone, and standard office equipment.
• Occasional standing, walking, reaching, stooping, kneeling, or crouching.
• Occasional lifting or moving of items up to 10 pounds.
• Close vision, distance vision, and the ability to adjust focus.
• Maintain concentration and attention to detail for extended periods of time.